My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Albert Lee

Office 408-535-5700
 

Melizza T Saxe

Office 408-535-5700
 

Anthony K Cha, CFP®, CLU®

Office 408-535-5760

Anthony has been an associate of Dan Madsen's since 2006. Prior to being a direct associate with Dan he has held positions as the investment operations manager and assistant director of compliance for the San Jose network office. Anthony currently holds his Series 7, 9, 10, 24, 66 & California Life and Health Licenses.

License - #0E84891

 

Amanda Marie Henchcliffe

Office Manager
Fax 408-604-8101

Amanda has been an associate of Dan Madsen since 2012, but has been working in insurance and investments since 1998. In addition to being the office manager, she is also knowledgeable in the logistics of life insurance and servicing investment accounts. She is currently CA Life and Health licensed.

CA License #0G10766 

 

Dan Madsen, CLU®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck